Q: The stock has dropped some and the F P/E is higher thsan than the current P/E. I do like the space in general though. What are your thoughts? Do you think there is a better pick in the space? Thank-you.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Costco Wholesale Corporation (COST $1,001.16)
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NVIDIA Corporation (NVDA $185.41)
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Visa Inc. (V $331.58)
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Xylem Inc. New (XYL $142.12)
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Block Inc. Class A (SQ)
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Box Inc. Class A (BOX $24.67)
Q: Sold FB and have some US$ to spend, can you provide 3 of your current favorites that may provide short term upside from down south please - higher risk is fine? Of the two I provided, which would you choose and why?
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JPMorgan Chase & Co. (JPM $322.40)
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JX Luxventure Limited (LLL)
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Visa Inc. (V $331.58)
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Xylem Inc. New (XYL $142.12)
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Royal Bank of Canada (RY $232.72)
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WSP Global Inc. (WSP $265.84)
Q: I am already overweight in tech, fintech, consumer staples and healthcare (which includes SIS) and underweight in industrial and financial sectors. Do you have any industrial or financial suggestions in either Canadian or USA growth stocks to help even out my portfolio please?
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FLIR Systems Inc. (FLIR $57.34)
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Caterpillar Inc. (CAT $726.20)
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Raytheon Technologies (UTX)
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Xylem Inc. New (XYL $142.12)
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XPO Inc. (XPO $203.61)
Q: Hi team !
In order to beef up my industrial sector, I am looking for one or two names with the best growth potential, moderate risk for a 2-3 years time frame.
In addition to the names listed above, I am looking at NV5 Global (nvee) and Arcelor Mital (mt). Feel free to suggest other options.
Grateful if you would formulate your recommandations at this time with the reason why and your preference. Do you own any of these stocks ?
Please deduct credits as you see fit.
A grateful Montrealer,
Jacques
In order to beef up my industrial sector, I am looking for one or two names with the best growth potential, moderate risk for a 2-3 years time frame.
In addition to the names listed above, I am looking at NV5 Global (nvee) and Arcelor Mital (mt). Feel free to suggest other options.
Grateful if you would formulate your recommandations at this time with the reason why and your preference. Do you own any of these stocks ?
Please deduct credits as you see fit.
A grateful Montrealer,
Jacques
Q: Your take on XYL's earnings release this morning. Would you still consider it a buy?
Thanks
Thanks
Q: Could you please give a review of this company in terms of free cash flow, debt, dividend pay out and any other metrics that may help in my decision to buy this stock. Thanks.
Q: Hi,
We have owned PHO for many years and I was planning on adding it. However over the past 5 years it has been rather choppy and not as consistent compared to xylem. Should we stay with PHO or switch into a different water stock? If you were me what would be your top choice in this sector? Looking for growth and consistency with 10 year plus time frame. Thanks
Kerri
We have owned PHO for many years and I was planning on adding it. However over the past 5 years it has been rather choppy and not as consistent compared to xylem. Should we stay with PHO or switch into a different water stock? If you were me what would be your top choice in this sector? Looking for growth and consistency with 10 year plus time frame. Thanks
Kerri
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Flowserve Corporation (FLS $85.46)
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Xylem Inc. New (XYL $142.12)
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iShares Global Water Index ETF (CWW $67.50)
Q: Hi 5i thanks for the great service. I am thinking about a long term play on water and would like you opinion on some ways to play it? Some company suggestions would be nice and what do you think of this iShares etf?
Thanks for the great service
Thanks for the great service
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Adobe Inc. (ADBE $268.38)
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Salesforce Inc. (CRM $191.35)
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Xylem Inc. New (XYL $142.12)
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ServiceNow Inc. (NOW $100.74)
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Just Eat Takeaway.com N.V. (GRUB)
Q: Hello 5i
Please give me your thoughts on the above companies with regard to growth over the next 12-24 months. Which would you prefer?
Thank you so much for all your invaluable guidance!!
Dave
Please give me your thoughts on the above companies with regard to growth over the next 12-24 months. Which would you prefer?
Thank you so much for all your invaluable guidance!!
Dave
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FLIR Systems Inc. (FLIR $57.34)
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Fluor Corporation (FLR $46.92)
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JX Luxventure Limited (LLL)
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Raytheon Technologies (UTX)
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Xylem Inc. New (XYL $142.12)
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Itron Inc. (ITRI $104.05)
Q: Please provide your top 3 large cap US industrial stocks and your top 3 mid cap US industrial stocks.
Best,
Don
Best,
Don
Q: Hello team,
What would you suggest for water and solar themes. I have looked at XYL and SolarEdge (SEDG). I am looking for GREAT companies with low debt and good management and positive shareholder history. What do you think of these two companies. I welcome any other suggestion you might have for better plays out there and for a very long term hold.
Thanks a lot as always for your great work.
What would you suggest for water and solar themes. I have looked at XYL and SolarEdge (SEDG). I am looking for GREAT companies with low debt and good management and positive shareholder history. What do you think of these two companies. I welcome any other suggestion you might have for better plays out there and for a very long term hold.
Thanks a lot as always for your great work.
Q: HI Team,
I am looking to put some speculative money into the water space. I have been watching HEO.V and I have recently found WATR.V that I am keeping an eye on. Would you recommend focusing on HEO for any particular reason? I am considering taking a 2% position in HEO and 1% WATR. Any other micro cap names in this space that you would consider or replace WATR with? Thanks
I am looking to put some speculative money into the water space. I have been watching HEO.V and I have recently found WATR.V that I am keeping an eye on. Would you recommend focusing on HEO for any particular reason? I am considering taking a 2% position in HEO and 1% WATR. Any other micro cap names in this space that you would consider or replace WATR with? Thanks
Q: Hi 5i
I intended on holding (PUR and AVO) for the long term but cannot due to their being taken over by XYL and MSI. These acquisitions will mean a cash infusion and I'm wondering whether a purchase of the acquiring companies is sensible. What is your opinion of these US companies (it is understood that they are not your focus but I respect and appreciate your opinion)
Thanks
I intended on holding (PUR and AVO) for the long term but cannot due to their being taken over by XYL and MSI. These acquisitions will mean a cash infusion and I'm wondering whether a purchase of the acquiring companies is sensible. What is your opinion of these US companies (it is understood that they are not your focus but I respect and appreciate your opinion)
Thanks
Q: I have noticed in several of your Q&A responses that you "like the water theme". Can you please elaborate on what it is that you like about this space. What Canadian equities would you recommend adding to a TFSA for some exposure in this sector and why?
Thanks for your great services this year!
Thanks for your great services this year!
Q: Hi,
Please give me your three to five year outlook for ORA,GLNG and XYL.
Thanks
Please give me your three to five year outlook for ORA,GLNG and XYL.
Thanks
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FLIR Systems Inc. (FLIR $57.34)
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Alphabet Inc. (GOOG $323.10)
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NVIDIA Corporation (NVDA $185.41)
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Raytheon Technologies (UTX)
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Xylem Inc. New (XYL $142.12)
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Cognex Corporation (CGNX $42.37)
Q: Can you provide assistance with 2-3 US names you would consider "balanced equity" and 2-3 for "growth".
Thanks.
Thanks.
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FLIR Systems Inc. (FLIR $57.34)
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Xylem Inc. New (XYL $142.12)
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CAE Inc. (CAE $42.66)
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NFI Group Inc. (NFI $17.50)
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Itron Inc. (ITRI $104.05)
Q: Good morning Gentlemen.
I need to re-balance my Industrial sector.
Actual holdings BAD 1%, ATA 1.5%, SIS 3.3%, and WSP 3.4%.
By selling BAD (1%) I will have 5% to add to the sector.
Can you please suggest 2 or 3 Can or US solid mid-cap stocks for at least 5 years.
Thanks
Best Regards
I need to re-balance my Industrial sector.
Actual holdings BAD 1%, ATA 1.5%, SIS 3.3%, and WSP 3.4%.
By selling BAD (1%) I will have 5% to add to the sector.
Can you please suggest 2 or 3 Can or US solid mid-cap stocks for at least 5 years.
Thanks
Best Regards
Q: Q. I am interested in environmental orientated stocks, specifically water treatment / filtration. Can you please give me your opinion on Veolia Environment (VEOEY) and Consolidated Water (CWCO) stocks for long term holds. Also, if you could provide any other stocks you would recommend in this field, it would be greatly appreciated.
Q: Good afternoon. I had 1030 shares of Ebb in 2 registered accounts. I sold them today after the current slide. I would like to know of a dividend paying water play for a long term hold. Either pure water, pumping equipment or desalination. What would you advise at this time? David
Q: I have a question about XYL - Xylem. I've owned it for quite a while and have a very solid gain. They released earnings today. Can you please comment on the earnings and how rich their valuation is at today's prices?
Thanks.
Thanks.